SEC 13F Intelligence

TIDAL TRUST II

CUSIP 88636J147

Tidal Trust II has 14 institutional holders in Filings Flow’s 13F database, together reporting 164.9K shares worth $5M as of Q1 2026. The largest reported holders are Stirlingshire Investments, Inc., Anchor Capital Management Group Inc, and Redhawk Wealth Advisors, Inc..

Institutional Holders
14
Q1 2026
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 13Q4 ’25Q1 ’26: 14Q1 ’26Q2 ’26: 3Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26Q2 ’26: $826,319Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stirlingshire Investments, Inc.$114M AUM1.04%$1M41.8KQ1 2026OLDER
Anchor Capital Management Group Inc$144M AUM0.79%$1M40.0KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.07%$685,46222.9KQ2 2026
STANCE CAPITAL LLC$206M AUM0.04%$73,2992.6KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$588,41220.7KQ1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.01%$22,781720Q4 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$140,8204.7KQ2 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$22,185773Q1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$3,409101Q3 2025OLDER
DUNCKER STREETT & CO INC$526M AUM0.00%$93933Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$485,58917.1KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$577,54720.3KQ1 2026OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$12,230430Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$7,056223Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$1,84758Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$140Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$371Q2 2026
FMR LLC$1.90T AUM0.00%$1144Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM$01Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.